+48.6%
JBL vs FLNC
+46.9%
+1.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.5% | +2.6% | +4.8% |
| 7D | +2.4% | -4.1% | +6.5% | +2.8% |
| 30D | -13.1% | -24.8% | +11.7% | -10.3% |
| 3M | -15.6% | -59.1% | +43.5% | -8.2% |
| 6M | +24.6% | -42.0% | +66.5% | +29.9% |
| YTD | +39.6% | -49.8% | +89.4% | +44.0% |
| 1Y | +48.6% | +43.1% | +5.5% | +48.4% |
| All | +48.6% | +46.9% | +1.7% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FLNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling